Ray Dalio
BOKF icon

Ray Dalio’s BOK Financial BOKF Stock Holding History

Ray Dalio’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,011
Closed -$1.54M – 1023
2025
Q4 		$1.54M Sell
13,011
-35,472
-73% -$3.98M 0.01% 817
2025
Q3 		$5.4M Buy
+48,483
New +$5.18M 0.02% 482
2023
Q1 		– Sell
-24,425
Closed -$2.54M – 736
2022
Q4 		$2.54M Buy
24,425
+8,029
+49% +$814K 0.01% 494
2022
Q3 		$1.46M Buy
16,396
+10,938
+200% +$947K 0.01% 623
2022
Q2 		$413K Sell
5,458
-1,914
-26% -$161K ﹤0.01% 917
2022
Q1 		$693K Sell
7,372
-6,093
-45% -$629K ﹤0.01% 849
2021
Q4 		$1.42M Sell
13,465
-13,885
-51% -$1.43M 0.01% 511
2021
Q3 		$2.45M Buy
27,350
+3,570
+15% +$306K 0.01% 406
2021
Q2 		$2.06M Buy
23,780
+3,236
+16% +$289K 0.01% 479
2021
Q1 		$1.83M Buy
20,544
+13,015
+173% +$1.1M 0.02% 284
2020
Q4 		$516K Buy
+7,529
New +$485K ﹤0.01% 460
2020
Q1 		– Sell
-14,648
Closed -$1.28M – 434
2019
Q4 		$1.28M Buy
+14,648
New +$1.19M 0.01% 283

Other funds holding BOKF

GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Ray Dalio's BOKF Position: Q1 2026 in Review

Ray Dalio sold out of BOK Financial (BOKF) in Q1 2026, closing a stake of 13,011 shares — an estimated $1.54M sold.

Ray Dalio first reported a position in BOKF in Q4 2019 and held it in 12 quarters. The position peaked at $5.4M in Q3 2025. 288 funds tracked by Wall St. Rank hold BOKF as of Q1 2026.

  • Ray Dalio reported no remaining BOK Financial position as of Q1 2026 after selling out during the quarter.
  • Ray Dalio sold 13,011 BOK Financial shares in Q1 2026, an estimated $1.54M.
  • Ray Dalio first reported a position in BOK Financial in Q4 2019 and held it in 12 quarters.
  • Ray Dalio's BOK Financial position peaked at $5.4M in Q3 2025.
  • 288 funds tracked by Wall St. Rank held BOK Financial as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.